🧵 Native models for each ecommerce category.
Start w this useful framework (via Niraj Shah of Wayfair fm podcast on )
Amazon cracked #1 through marketplace. Has become the native model.
#2 solved via dark stores (Rappi etc). This is now 'native' model globally.
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Huge excitment around QCommerce / 10min delivery - GoPuff, Rappi, Gorillas, Jokr, Dunzo, Zepto etc - because the model of dark stores / limited SKUs / defined 2x2 sq km area etc has been cracked. PMF is now much easier with this model.
Grocery's native model is QCommerce.
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#3 is Shein / Livestreaming. Shein's LATR model for instance where they rinse & repeat at scale is perhaps a great model to overcome inventory challenges that plague fashion.
via restofworld.org/2021/how-shein
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#4 - given that this is an unbranded + high order value + complex product / high involvement category, perhaps the native model is expert-assisted or concierge commerce - curated / theexpert / wishi etc.
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Another variant or subset of this is what @suchitasalwan referred to a few days back - expert-led shopping; these are via consultations -
interior design - theexpert.com
fashion - wishi.me
fashion++ - curated.com
twitter.com/suchitasalwan/
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I am still not sure on #3 and #4. Perhaps there could be 2-3 native models.
Re #3, Meesho was one solution for India - it is a kind of weak expert network. The reseller provides curation of a kind. However Meesho has gone B2C now. Similarly Livestreaming has worked well in China.
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Fin/
Thoughts anyone?
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